Qwilr
Qwilr is an Australian web services company.
What is proposal software for financial services?
“Proposal software for financial services produces the documents a firm sends before work starts: the recommendation, the fee schedule and the engagement letter, with the signature inside the same page. Financial advisers, wealth managers, insurance brokers and mortgage brokers all send a version of it.”
View in the company profileWhat record do we get when a client accepts?
“The audit trail records the acceptor's name, email and company, and any answers to your custom acceptance form also appear in it and in the acceptance email. Once a page has been accepted it can't be reversed, deleted or edited.”
View in the company profileCan we stop a document being forwarded or reused?
“Up to a point. You can restrict a page to approved email domains, require email verification, set a view limit and set the link to expire after a number of days. Together those keep an unsigned letter from being opened by people you didn't send it to, or sitting live indefinitely.”
View in the company profile
More information from this source
- Qwilr
“Qwilr is sales document software for creating interactive, branded proposals, quotes and sales collateral, with built-in analytics, e-signatures and payments.”